Immatics Announces First Quarter 2026 Financial Results and Business Update

On May 12, 2026 Immatics N.V. (NASDAQ: IMTX, "Immatics" or the "Company"), the global leader in precision targeting of PRAME with multiple clinical-stage programs spanning cell therapies and bispecifics, reproted a business update and announced financial results for the quarter ended March 31, 2026.

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"Immatics is entering a pivotal period as we continue to progress toward the pre-specified interim and final analyses from the Phase 3 SUPRAME trial of anzu-cel and actively prepare for commercialization in 2027," said Harpreet Singh, Ph.D., Chief Executive Officer and Co-Founder of Immatics. "At the same time, we expect multiple meaningful clinical readouts across our PRAME franchise in 2026 that continue to validate PRAME as an important target across multiple solid cancers, extending well beyond melanoma, and across two different therapeutic modalities. Immatics today is a company defined not only by compelling science, but by a diversified late- and mid-stage clinical portfolio, growing commercial readiness, and a clear strategy to translate innovation into meaningful patient impact."

First Quarter 2026 and Subsequent Company Progress

PRAME Franchise – Cell Therapy

Anzu-cel (IMA203) PRAME Cell Therapy – First Market Entry in Advanced Melanoma
Anzu-cel (anzutresgene autoleucel), previously called IMA203, is Immatics’ lead PRAME cell therapy and is expected to be the Company’s first PRAME therapy to enter the market in advanced melanoma. The current addressable patient population for anzu-cel’s first target indications, second-line or later (2L) advanced cutaneous melanoma, as well as metastatic uveal melanoma includes ~9,000 patients2.

Anzu-cel received Orphan Drug Designation and RMAT designation3 from the U.S. Food and Drug Administration (FDA) for the treatment of both cutaneous and uveal melanoma.
Secondary analyses of Phase 1b clinical data on anzu-cel in advanced cutaneous and uveal melanoma will be presented during the Oral Abstract Session – Melanoma/Skin Cancers at the 2026 ASCO (Free ASCO Whitepaper) Annual Meeting, with a focus on characterizing response dynamics.
Phase 3 trial, SUPRAME, for anzu-cel (IMA203) in previously treated, advanced cutaneous melanoma

Immatics’ global, randomized, controlled, multi-center Phase 3 clinical trial, SUPRAME, is currently ongoing to evaluate the efficacy, safety and tolerability of anzu-cel PRAME cell therapy as monotherapy vs. investigator’s choice in patients with unresectable or metastatic cutaneous melanoma who have received prior treatment with a PD-1 immune checkpoint inhibitor.
SUPRAME is designed to be an adequate and well-controlled clinical trial intended to generate data to support regulatory approval of anzu-cel.
Primary endpoint for seeking full approval is blinded independent central review ("BICR")-assessed (RECIST v1.1) progression-free survival (PFS). Secondary endpoints include overall survival (OS), objective response rate (ORR), safety and patient-reported outcomes measuring quality of life.
Pre-specified interim and final data analyses are expected to be triggered in 2026 upon the occurrence of a defined number of events for PFS (progressive disease or death).
The Company continues to expect BLA submission in the first half of 2027 and commercial launch of anzu-cel in the second half of 2027.
Patient recruitment is currently ongoing in North America and Europe.
Phase 2 cohort for anzu-cel (IMA203) PRAME cell therapy in patients with metastatic uveal melanoma

A Phase 2 cohort to treat approximately 30 additional metastatic uveal melanoma patients is ongoing and being conducted at select centers in the U.S. and Germany with expertise in uveal melanoma.
Data from the ongoing single-arm Phase 1b trial as well as the Phase 2 cohort in metastatic uveal melanoma are intended to support a potential label expansion for anzu-cel following expected initial approval in cutaneous melanoma.
IMA203CD8 PRAME Cell Therapy (GEN2) – Expansion to all Advanced PRAME Cancers
IMA203CD8 is the Company’s second-generation PRAME cell therapy product candidate being developed with the goal of expanding into all advanced PRAME cancers. Given its enhanced pharmacology profile, once the target dose is reached, the Company intends to pursue the clinical development of this product candidate with a tumor-agnostic approach, starting with gynecologic cancers (ovarian and uterine).

Updated Phase 1a dose-escalation and Phase 1b dose-expansion data in gynecologic cancers at clinically relevant dose levels will be presented during the Rapid Oral Abstract Session – Gynecological Cancer at the 2026 ASCO (Free ASCO Whitepaper) Annual Meeting.
The Company is on track to complete Phase 1a dose escalation and determine the recommended Phase 2 dose (RP2D) in 2026.
Further Updates on PRAME Cell Therapies

PRAME cell therapy beyond melanoma and gynecologic cancers: updated Phase 1 data on PRAME cell therapies (anzu-cel or IMA203CD8 GEN2) in synovial sarcoma, further demonstrating the potential to address diverse tumor types beyond melanoma and gynecologic cancers, will be presented during the Rapid Oral Abstract Session – Sarcoma at the 2026 ASCO (Free ASCO Whitepaper) Annual Meeting.
PRAME cell therapy using Immatics’ TCR in a pediatric patient with cancer: a late-breaking poster on a PRAME-directed TCR T-cell therapy using Immatics’ PRAME TCR administered under named-patient use in a heavily pretreated pediatric patient with extensive, multifocal nephroblastoma was presented at AACR (Free AACR Whitepaper) Annual Meeting 2026. PRAME is expressed across multiple pediatric cancers, and these findings highlight the therapeutic potential of PRAME cell therapy in pediatric patients with solid tumors.
PRAME Franchise – Bispecifics

IMA402 PRAME Bispecific – Expansion to Earlier-Line PRAME Cancers

To expand our PRAME opportunity to earlier-line PRAME cancers, the Company is developing its off-the-shelf, next-generation, half-life extended TCR bispecific, IMA402, as a monotherapy or in combination with standard of care, with a focus on melanoma and gynecologic cancers. In addition, Immatics is exploring the potential combination of IMA402 PRAME bispecific with IMA401 MAGEA4/8 bispecific in squamous non-small cell lung cancer (sqNSCLC) and potentially other solid tumor indications.

IMA402 PRAME bispecific showed clinical proof-of-concept during the Phase 1a dose escalation trial in heavily pre-treated patients with solid tumors, including melanoma and ovarian cancer.
Immatics expects to determine the final RP2D and present a clinical data update from a larger patient population, with an initial focus on melanoma and gynecologic cancers treated with IMA402 monotherapy or combination with an immune checkpoint inhibitor, in the second half of 2026. As part of its strategy to maximize the IMA402 opportunity, the Company is in the process of opening additional Phase 1b cohorts in mid-2026 across both earlier and later treatment lines.
Based on the initial promising activity of IMA401 in head and neck cancer and sqNSCLC, Immatics believes it is uniquely positioned to assess the synergistic potential of combining two different bispecifics, IMA402 targeting PRAME and IMA401 targeting MAGEA4/8, with and without a checkpoint inhibitor. The Phase 1 trial evaluating the combination of IMA401/IMA402 in sqNSCLC is expected to commence mid-2026.

IMA401 MAGEA4/8 Bispecific – Maximizing the Potential of Bispecifics Combinations

Updated results for IMA401 targeting MAGEA4/8 across multiple cancers will be presented during the Developmental Therapeutics – Immunotherapy Oral Abstract Session at the 2026 ASCO (Free ASCO Whitepaper) Annual Meeting.
IMA401 clinical development will focus on a combination approach with the Company’s PRAME bispecific, IMA402, to exploit synergistic potential and expanded patient reach.
The Phase 1 trial evaluating the combination of IMA401/IMA402 is expected to commence with sqNSCLC in mid-2026.

Corporate Development:

In collaboration, Moderna and Immatics developed a cancer antigen therapeutic candidate under the Database Program, incorporating targets identified using Immatics’ XPRESIDENT target discovery and validation platform and its bioinformatics and AI platform XCUBE. The shared antigen therapeutic candidate owned by Moderna was submitted for IND, marking a key regulatory milestone under the Collaboration Agreement and triggering a milestone payment to Immatics.

First Quarter 2026 Financial Results

Cash Position: Cash and cash equivalents, as well as other financial assets, total $521.5 million1 (€453.6 million) as of March 31, 2026, compared to $539.6 million1 (€469.3 million) as of December 31, 2025. The decrease is the result of ongoing research and development activities, partially offset by the net proceeds of an at-the-market offering of $24.4 million1 net (€21.2 million) as well as changes in net working capital and foreign exchange rate differences.

Revenue: Total revenue, consisting of revenue from collaboration agreements, was $8.7 million1 (€7.6 million) for the three months ended March 31, 2026, compared to $21.4 million1 (€18.6 million) for the three months ended March 31, 2025. The decrease is mainly due to a lower proportion of costs incurred relative to the overall project progress within the quarter.

Research and Development Expenses: R&D expenses were $68.1 million1 (€59.2 million) for the three months ended March 31, 2026, compared to $48.2 million1 (€41.9 million) for the three months ended March 31, 2025. The increase mainly resulted from costs associated with the advancement of the product candidates in clinical trials, particularly the SUPRAME clinical trial.

General and Administrative Expenses: G&A expenses were $16.7 million1 (€14.5 million) for the three months ended March 31, 2026, compared to $13.9 million1 (€12.1 million) for the three months ended March 31, 2025. The increase is driven by costs associated with early commercial activities supporting the planned market launch of anzu-cel (IMA203).

Net Profit and Loss: Net loss was $66.5 million1 (€57.8 million) for the three months ended March 31, 2026, compared to a net profit of $45.9 million1 (€39.9 million) for the three months ended March 31, 2025. The decrease is driven by higher recognition of non-cash revenue in the three months ended March 31, 2025 compared to the three months ended March 31, 2026 and from higher costs associated with the planned advancement of the Company’s PRAME franchise in clinical trials in the three months ended March 31, 2026.

Full financial statements can be found in our Report on Form 6-K filed with the Securities and Exchange Commission (SEC) on May 12, 2026, and published on the SEC website under www.sec.gov.

Upcoming Investor Conferences

Bank of America Healthcare Conference, Las Vegas (NV), USA – May 12 – 14, 2026
Jefferies Global Healthcare Conference, New York (NY), USA – June 2 – 4, 2026
Cantor Global Healthcare Conference, New York (NY), USA – September 9 – 11, 2026

To see the full list of events and presentations, visit: View Source

About PRAME
PRAME is a target expressed in more than 50 cancers. Immatics is the global leader in precision targeting of PRAME and has the broadest PRAME franchise with the most PRAME indications and modalities. The Immatics PRAME franchise currently includes three product candidates, two therapeutic modalities and two combination therapies that target PRAME: anzu-cel (anzutresgene autoleucel, IMA203) PRAME cell therapy, IMA203CD8 PRAME cell therapy (GEN2), IMA402 PRAME bispecific as monotherapy and in combination with an immune checkpoint inhibitor, as well as anzu-cel in combination with Moderna’s PRAME mRNA designed to enhance cell therapy.

(Press release, Immatics, MAY 12, 2026, View Source [SID1234665538])

FORE Biotherapeutics to Participate in Upcoming Investor Conferences

On May 12, 2026 FORE Biotherapeutics reported that the Company will participate at the following investor conferences:

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Stifel 2026 Virtual Targeted Oncology Forum. The Company will attend on Tuesday, May 19, and will participate in a fireside chat at 12:30 p.m. ET.

Jefferies 2026 Global Healthcare Conference. The Company will attend and participate in one-on-one meetings on Tuesday, June 2.

Management will host and participate in one-on-one meetings. Please contact Argot Partners to schedule one-on-one meetings with the management team.

(Press release, Fore Biotherapeutics, MAY 12, 2026, View Source [SID1234665537])

Evaxion to present new data for EVX-04, an off-the-shelf therapeutic vaccine for acute myeloid leukemia, at the EHA 2026 Congress

On May 12, 2026 Evaxion A/S (NASDAQ: EVAX) ("Evaxion"), a clinical-stage TechBio company developing novel vaccines with its pioneering AI-Immunology platform, will report the functional characterization of EVX-04, an off-the-shelf therapeutic acute myeloid leukemia (AML) vaccine, in a poster presentation at the European Hematology Association (EHA) (Free EHA Whitepaper) 2026 Congress taking place in Stockholm, Sweden, June 11-14, 2026.

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The new preclinical data will represent another step towards clinical testing of EVX-04. Evaxion plans to submit a clinical trial application in the second half of 2026.

"We are happy with the progression of the EVX-04 program and are looking forward to sharing new data at the EHA (Free EHA Whitepaper) 2026 Congress, one of the most important events in the hematology field. This will be a great opportunity for us to discuss the data and development plans for EVX-04 with both scientific experts and potential business partners," says Birgitte Rønø, CSO & COO of Evaxion.

Presentations details:
Abstract title: Preclinical characterization of EVX-04, an AI-designed off-the-shelf cancer vaccine targeting endogenous retroviral antigens in acute myeloid leukemia
Poster#: PS2306
Session: Poster session 2
Date/Time: June 13, 2026, at 18:45-19:45 CET/12:45-13:45 ET
Presenter: Søren Vester Kofoed, Research Scientist at Evaxion

About EVX-04
Developed with our AI-Immunology platform, EVX-04 targets non-conventional endogenous retrovirus (ERV) tumor antigens from the dark genome. These antigens are selectively expressed in specific tumors but absent in normal tissue, making them highly attractive therapeutic cancer targets.

Using sequencing data from AML patients, our AI-Immunology platform first identified ERV tumor antigens and then mined these to determine smaller fragments with the potential for immune recognition. From the five million ERV antigens fragments discovered, AI-Immunology combined and selected 16 optimal sets of ERV fragments based on their cross-patient relevance and immunogenic potential. All 16 ERV fragments included in EVX-04 elicit a specific immune response and EVX-04 prevents tumor growth in preclinical tumor models.

The data-driven target selection ensures that EVX-04 provides broad tumor coverage regardless of immune and tumor ERV antigen differences across patients. Thus, EVX-04 is developed as an off-the-shelf vaccine preproduced and ready for immediate administration after diagnosis. The same concept is broadly applicable across cancers where immunotherapies remain inadequate and conserved immunogenic antigens can be identified.

About AML
AML is an aggressive hematologic malignancy characterized by the clonal expansion of undifferentiated myeloid precursor cells (AML blasts) in the bone marrow. The malignant proliferation leads to suppression of normal hematopoiesis, resulting in cytopenia, increased susceptibility to infections, bleeding, and fatigue (Döhner et al. 2022).

AML is the most frequent leukemia. It occurs across all age groups; however, it is predominantly a disease observed in older adults with a median age at diagnosis of 68 years.

Approximately 50% of AML patients are considered fit for intensive chemotherapy and stem cell transplantation. This combination is associated with a long-term overall survival rate of only 40% in younger patients and less than 10% in fit older patients.

For the approximately 50% not fit for intensive treatment, typically the elderly, the standard of care is low-intensity chemotherapy. Remissions are, however, short lived with a 3‐year overall survival rate at only 25% reported (Kantarjian et al. 2025).

(Press release, Evaxion, MAY 12, 2026, View Source [SID1234665536])

Evaxion to present new data for EVX-04, an off-the-shelf therapeutic vaccine for acute myeloid leukemia, at the EHA 2026 Congress

On May 12, 2026 Evaxion A/S (NASDAQ: EVAX) ("Evaxion"), a clinical-stage TechBio company developing novel vaccines with its pioneering AI-Immunology platform, will report the functional characterization of EVX-04, an off-the-shelf therapeutic acute myeloid leukemia (AML) vaccine, in a poster presentation at the European Hematology Association (EHA) (Free EHA Whitepaper) 2026 Congress taking place in Stockholm, Sweden, June 11-14, 2026.

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Discover why more than 1,500 members use 1stOncology™ to excel in:

Early/Late Stage Pipeline Development - Target Scouting - Clinical Biomarkers - Indication Selection & Expansion - BD&L Contacts - Conference Reports - Combinatorial Drug Settings - Companion Diagnostics - Drug Repositioning - First-in-class Analysis - Competitive Analysis - Deals & Licensing

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The new preclinical data will represent another step towards clinical testing of EVX-04. Evaxion plans to submit a clinical trial application in the second half of 2026.

"We are happy with the progression of the EVX-04 program and are looking forward to sharing new data at the EHA (Free EHA Whitepaper) 2026 Congress, one of the most important events in the hematology field. This will be a great opportunity for us to discuss the data and development plans for EVX-04 with both scientific experts and potential business partners," says Birgitte Rønø, CSO & COO of Evaxion.

Presentations details:
Abstract title: Preclinical characterization of EVX-04, an AI-designed off-the-shelf cancer vaccine targeting endogenous retroviral antigens in acute myeloid leukemia
Poster#: PS2306
Session: Poster session 2
Date/Time: June 13, 2026, at 18:45-19:45 CET/12:45-13:45 ET
Presenter: Søren Vester Kofoed, Research Scientist at Evaxion

About EVX-04
Developed with our AI-Immunology platform, EVX-04 targets non-conventional endogenous retrovirus (ERV) tumor antigens from the dark genome. These antigens are selectively expressed in specific tumors but absent in normal tissue, making them highly attractive therapeutic cancer targets.

Using sequencing data from AML patients, our AI-Immunology platform first identified ERV tumor antigens and then mined these to determine smaller fragments with the potential for immune recognition. From the five million ERV antigens fragments discovered, AI-Immunology combined and selected 16 optimal sets of ERV fragments based on their cross-patient relevance and immunogenic potential. All 16 ERV fragments included in EVX-04 elicit a specific immune response and EVX-04 prevents tumor growth in preclinical tumor models.

The data-driven target selection ensures that EVX-04 provides broad tumor coverage regardless of immune and tumor ERV antigen differences across patients. Thus, EVX-04 is developed as an off-the-shelf vaccine preproduced and ready for immediate administration after diagnosis. The same concept is broadly applicable across cancers where immunotherapies remain inadequate and conserved immunogenic antigens can be identified.

About AML
AML is an aggressive hematologic malignancy characterized by the clonal expansion of undifferentiated myeloid precursor cells (AML blasts) in the bone marrow. The malignant proliferation leads to suppression of normal hematopoiesis, resulting in cytopenia, increased susceptibility to infections, bleeding, and fatigue (Döhner et al. 2022).

AML is the most frequent leukemia. It occurs across all age groups; however, it is predominantly a disease observed in older adults with a median age at diagnosis of 68 years.

Approximately 50% of AML patients are considered fit for intensive chemotherapy and stem cell transplantation. This combination is associated with a long-term overall survival rate of only 40% in younger patients and less than 10% in fit older patients.

For the approximately 50% not fit for intensive treatment, typically the elderly, the standard of care is low-intensity chemotherapy. Remissions are, however, short lived with a 3‐year overall survival rate at only 25% reported (Kantarjian et al. 2025).

(Press release, Evaxion, MAY 12, 2026, View Source [SID1234665536])

Enterome presents Phase 2 indolent non-Hodgkin lymphoma data at EHA showing EO2463 induces B cell target-specific CD8 T-cell expansion correlating with clinical outcomes

On May 12, 2026 Enterome SA, a clinical-stage company pioneering OncoMimics, a new class of off-the-shelf, multi-target in vivo immune therapies shown to induce a rapid, long-lasting and potent expansion of specific memory T-cells to fight cancer, reported it will present highly encouraging data for its lead OncoMimics immunotherapy EO2463 in indolent NHL at the Congress of the European Hematology Association (EHA) (Free EHA Whitepaper) in June.

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OncoMimics closely mimic tumor-associated antigens (TAAs) of solid tumors, or cell lineage markers in B cell malignancies. Clinical data from the ongoing SIDNEY Phase 2 trial show that EO2463 rapidly induced therapeutically relevant levels of target-specific CD8 T-cells via in vivo expansion that correlate with clinical efficacy. Given that the levels of EO2463 and B cell target specific CD8 T-cells correlate with objective tumor responses, these measures have the potential to be developed as predictive biomarkers.

"The data presented in this abstract further strengthen confidence in EO2463 as a unique treatment-candidate for indolent NHL across different disease settings. It is exciting that EO2463 induced expansions of specific CD8 T-cells – which is easily measured – can be envisioned as potential biomarkers for clinical outcomes for patients treated with EO2463," said Jan Fagerberg, Chief Medical Officer at Enterome.

"EO2463 is particularly well-suited for patients in the watch-and-wait setting, who are currently being monitored, but usually do not receive any other treatment. EO2463 is well-tolerated, easy to administer and has shown robust tumor-specific immunogenic activity, as well as clear monotherapy objective responses in clinical testing. We are actively engaged in the regulatory process to further advance the candidate drug into a Phase 3 registrational trial," said Pierre Belichard, Chief Executive Officer of Enterome.

While patients in the watch-and-wait setting often have visibly swollen lymph nodes, no treatment other than watchful waiting is indicated under the current standard of care, as long as there are no troublesome symptoms. Nevertheless, these patients often are understandably anxious about their disease, which usually progresses.

Details of the poster presentation:

Abstract: PF938
Title: EO2463 (EO) an off-the-shelf multi-target peptide immunotherapy: in vivo CD8 T-cell expansion kinetics correlates with efficacy in patients (pts) with follicular (FL) and marginal zone (MZL) lymphoma
Presenting Author: Jose Caetano (JC) Villasboas, MD Mayo Clinic
Session date: 12 June 2026
Presentation time: 1845 CEST

Indolent non-Hodgkin lymphoma, is a group of difficult to treat chronic conditions with relapses – such as follicular lymphoma and marginal zone lymphoma – characterized by slow progression and few symptoms, and reduced life expectancy. It is usually diagnosed by the appearance of swollen lymph nodes, and the early stages of the disease can be characterized by a lack of troublesome symptoms such as night sweats, fever or weight loss. There is a widespread consensus among leading investigators on the need for a well-tolerated and effective monotherapy to stop or slow progression for patients in the watch-and-wait setting.

EO2463 is an innovative, off-the-shelf OncoMimics active immunotherapy that combines four synthetic peptides. These non-self, microbial-derived peptides correspond to CD8 HLA-A2 epitopes that exhibit molecular mimicry with the B lymphocyte-specific lineage markers CD20, CD22, CD37, and CD268 (BAFF receptor). It also includes the helper peptide (CD4+ epitope) universal cancer peptide 2 (UCP2).

OncoMimics consist of bacteria-derived peptide antigens that closely mimic tumor-associated antigens (TAAs) of solid tumors, or cell linage markers (e.g. as observed in B cell lymphomas). These antigens induce a fast and potent in vivo expansion of cytotoxic memory CD8 T-cells, primed by gut bacteria, and cross-reactive with TAAs/B cell markers. Because the peptides are "non-self", OncoMimics avoid the self-tolerance that limits many cancer immunotherapies to enable rapid, potent, and durable responses to tumors. The synthetically produced peptides are designed in silico, mining Enterome’s proprietary database of 23 million commensal bacteria genes. Each product combines multiple high-affinity peptides to broaden target coverage and mitigate tumor heterogeneity.

(Press release, Enterome, MAY 12, 2026, View Source [SID1234665535])